CU Anschutz development sends periodic email communications to grateful patients as a component of their ongoing fundraising efforts. This document summarizes how these contacts are identified and shared in CRM03, how they are processed against existing data, and how their contact records are managed following the email send. Additionally, it documents questions we may want to consider as we develop a path forward for ensuring proper handling of confidential information.
UCCS hosted a Lunch and Learn session for users in Sept. to review email and event best practices including three checklists for quick-reference. Keep them on hand to help have your next email send or event go successfully.
CU Anschutz hosted a Lunch and Learn session for users in Sept. to provide email design tips and tricks that apply generally and specifically to Marketing Cloud.
Checkout Marketing Cloud Tracking to find real-time data on all your email sends. You'll find an overview of engagement along with click activity in Marketing Cloud or export this information to a PDF or Excel file to share.
Want to learn the eComm suite of tools? Find out where to find complete new user training for Salesforce, Marketing Cloud and Cvent. We encourage you to pause the videos periodically and allow yourself time to put the material into practice.
Walk through the materials below to build your knowledge of how eComm approaches CAN-SPAM, the federal law that pertain to you as a communicator of CU. Confirm you understand the basics with a quick quiz.
After ensuring that preferred name personalization is possible given your population, Reports and Data Extensions need to be created (or updated) by an eComm specialist to contain the appropriate preferred name field in Salesforce.
Checklists and simple how-tos are an easy and effective method to ensure a quality product goes out the door every single time. eComm's most successful users embrace checklists regardless of how many successful emails or events they have already sent or hosted.
Creating a good looking email in Marketing Cloud is one thing, but ensuring it displays well across inboxes is a greater challenge. Learn to apply three best practices when using text blocks to have confidence in how it renders for recipients.
